Entry Level Financial Representative

The Kosnick District

  • Racine, WI
  • $68,000-109,000 per year
  • Permanent
  • Full-time
  • 1 month ago
Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
About the Kosnick District of Northwestern Mutual with offices in Rockford, Janesville and Salem! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:Become a part of one of our 3 growing offices located:Greater Rockford, IL: 1252 Bell Valley Rd, Rockford, IL 61108Greater Janesville, WI: 400 Midland Ct Ste 104, Janesville, WI 53546Greater Kenosha, WI: 7137 236th Ave, Salem, WI 53168Meet Some of Our Local Leaders, the Heartbeat of Our Business:Jordan Kosnick, Managing Director:
  • Time with NM: 15 years
  • Background: Former resort valet/bellman, transitioned to NM as an advisor.
  • Outside Interests: Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors.
Muskan Musabji, Financial Advisor:
  • Time with NM: Since January 2025
  • Background: Former Project Manager for Walmart’s Realty division, overseeing on-site remodels, managing day-to-day execution, and coordinating with third-party contractors to navigate real-time challenges.
  • Outside Interests: Enjoys spending time with family and friends, traveling, reading, trying new restaurants, and hiking with her dog. She's also active in the local arts community.
Ryan Walton, Financial Advisor/Growth and Development Director:
  • Time with NM: Since October 2021
  • Background: Former call center and law firm roles; chose NM for greater impact.
  • Outside Interests: Skiing, coding apps/games, card counting, and community volunteer work.
Samuel Behm, Financial Advisor / College Unit Director
  • Time with NM: With NM since January 2020; full-time Financial Advisor for 3+ years and College Unit Director since February 2023.
  • Background: Began his career with NM during college while studying Business Administration with a finance emphasis. Gained early work experience through part-time roles in fast food, construction, and manufacturing.
  • Outside Interests: Enjoys traveling with his wife, golfing, staying active through endurance sports, and cheering on the Bears and Cubs.
Sandra Yang, Director of Recruiting & Selection:
  • Time with NM: 1 year
  • Background: Talent management experience, plus roles in banking and compliance.
  • Outside Interests: Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids.
About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: An associate degree or higher is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, with training and sponsorship available.
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Kosnick is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.Flexible work from home options available.

The Kosnick District